See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,282 | $92,703+316.7% | $82,719+367.0% | $134,475+187.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.80% | 944.92%-965.7pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $10,382 | $3,274+217.1% | $3,009+245.0% | $4,740+119.0% |
| Participant deferral / active EE | $15,099 | $4,802+214.4% | $4,395+243.6% | $6,400+135.9% |
| Admin fee / account holder | $21,315 | $5,983+256.3% | $5,329+300.0% | $11,426+86.5% |